Filed August 22, 2016
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $351,280 | $201,344+74.5% | $184,243+90.7% | $145,877+140.8% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 13.53% | 29.01%-15.5pp | 28.82%-15.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $3,574 | $7,022-49.1% | $6,427-44.4% | $4,663-23.3% |
| Participant deferral / active EE | $7,095 | $9,807-27.7% | $9,132-22.3% | $6,691+6.0% |
| Admin fee / account holder | $63,315 | $16,382+286.5% | $13,914+355.1% | $13,402+372.4% |